Home>Mutual Funds>DSP Mutual Fund>DSP Midcap Regular Plan IDCW
shareSHARE

DSP Midcap Regular Plan IDCW-0.30%

62.46%
1 Year Return
Equity
Mid Cap
4.0star
6M
1Y
3Y
5Y
All

Fund Details

DSP Midcap Regular Plan IDCW

RiskVery High
Min SIP Amount₹500
Expense Ratio1.86%
NAV₹23.32 (12 May 2021)
Fund Started14 Nov 2006
Fund Size11,249 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
62.5%
11.1%
16.2%
14.9%
Category Average
67.4%
8.2%
13.7%
-
Rank Within Category
29
11
6
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 62.5% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. Lower expense ratio - 1.86%
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
5. 10Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
2. 1Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Cholamandalam Investment & Finance Co. Ltd.FinancialEquity5.6%
Infosys Ltd.TechnologyEquity4.5%
Supreme Industries Ltd.ChemicalsEquity4.1%
Ipca Laboratories Ltd.HealthcareEquity3.6%
Balkrishna Industries Ltd.AutomobileEquity3.5%
Max Financial Services Ltd.FinancialEquity3.5%
Atul Ltd.ChemicalsEquity3.3%
The Ramco Cements Ltd.ConstructionEquity3.1%
Manappuram Finance Ltd.FinancialEquity3.1%
Coromandel International Ltd.ChemicalsEquity3.0%
See All

Fund Managers

Vinit Sambre
keyboard_arrow_down
Jay Kothari
keyboard_arrow_down

DSP Midcap Regular Plan IDCW Details

DSP Midcap Regular Plan IDCW is a Equity Mutual Fund Scheme launched by DSP Mutual Fund. This scheme was made available to investors on 14 Nov 2006. Vinit Sambre, Jay Kothari, Resham Jain is the Current Fund Manager of DSP Midcap Regular Plan IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹11,249 Cr and the Latest NAV as of 12 May 2021 is ₹23.32.

The DSP Midcap Regular Plan IDCW is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500. Exit load of 1% if redeemed less than 12 months

Investment Objective

The scheme aims to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of midcap companies.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Scheme Information Document(SID)

₹500
Min for First Investment
₹500
Min for Second Investment
Exit load of 1% if redeemed less than 12 months
Exit Load

Compare Funds

DSP Midcap Regular Plan IDCW
VS
search

About DSP Mutual Fund

Address
Mafatlal Centre, 10th Floor, Nariman Point Mumbai 400021
Phone
022 66578000
Launch Date
16 Dec 1996
DSP Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Loading...
Similar Funds
ⓒ 2016-2021 Groww. All rights reserved, Built with in India